Vitasta Consulting Pvt Ltd

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients

Role Overview:The Team Leader (Playing Captain) will manage a team of Relationship Managers while actively handling a personal book of HNI clients. The role combines leadership responsibility with individual revenue and AUM generation. Key Responsibilities: Lead mentor and drive perf

Role Overview:The Team Leader (Playing Captain) will manage a team of Relationship Managers while actively handling a personal book of HNI clients. The role combines leadership responsibility with individual revenue and AUM generation. Key Responsibilities: Lead mentor and drive perf

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients

RESPONSIBILITIES & TASKS: Understand in detail clients investment needs & create a long term Asset Allocation plan. Acquire and advise HNI Clients in all asset classes like Debt Alternate Assets Equity Mutual Funds. Advice clients with the assistance of in-house experts on their busi

RESPONSIBILITIES & TASKS: Understand in detail clients investment needs & create a long term Asset Allocation plan. Acquire and advise HNI Clients in all asset classes like Debt Alternate Assets Equity Mutual Funds. Advice clients with the assistance of in-house experts on their busi

Role Overview:The Relationship Manager will be responsible for managing HNI client relationships delivering investment advisory and driving AUM growth through comprehensive wealth management solutions. Key Responsibilities: Understand clients investment needs and create long-term ass

Role Overview:The Relationship Manager will be responsible for managing HNI client relationships delivering investment advisory and driving AUM growth through comprehensive wealth management solutions. Key Responsibilities: Understand clients investment needs and create long-term ass

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients

RESPONSIBILITIES & TASKS: Understand in detail clients investment needs & create a long term Asset Allocation plan. Acquire and advise HNI Clients in all asset classes like Debt Alternate Assets Equity Mutual Funds. Advice clients with the assistance of in-house experts on their busi

RESPONSIBILITIES & TASKS: Understand in detail clients investment needs & create a long term Asset Allocation plan. Acquire and advise HNI Clients in all asset classes like Debt Alternate Assets Equity Mutual Funds. Advice clients with the assistance of in-house experts on their busi

BASIC ROLE INFORMATION:Function / Department / Vertical:Private Wealth SalesEducational Qualifications:MBA /Post GraduateRolePrivate BankerExperience5RESPONSIBILITIES & TASKS: ( Key Responsibilities & tasks carried out by the Position in line with Job Objective )Understand in detail c

BASIC ROLE INFORMATION:Function / Department / Vertical:Private Wealth SalesEducational Qualifications:MBA /Post GraduateRolePrivate BankerExperience5RESPONSIBILITIES & TASKS: ( Key Responsibilities & tasks carried out by the Position in line with Job Objective )Understand in detail c

BASIC ROLE INFORMATION:Function / Department / Vertical:Private Wealth SalesEducational Qualifications:MBA /Post GraduateRolePrivate BankerExperience5RESPONSIBILITIES & TASKS: ( Key Responsibilities & tasks carried out by the Position in line with Job Objective )Understand in detail c

BASIC ROLE INFORMATION:Function / Department / Vertical:Private Wealth SalesEducational Qualifications:MBA /Post GraduateRolePrivate BankerExperience5RESPONSIBILITIES & TASKS: ( Key Responsibilities & tasks carried out by the Position in line with Job Objective )Understand in detail c

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients

Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.Advise clients

Job Description Responsible for originating: financing and transacting deals in particular domain Taking lead in industry research market mapping preparing mandate pitches client interface Be a part of end-to-end deal making cycle for multiple sell-side/ buy side mandates To be activ

Job Description Responsible for originating: financing and transacting deals in particular domain Taking lead in industry research market mapping preparing mandate pitches client interface Be a part of end-to-end deal making cycle for multiple sell-side/ buy side mandates To be activ

Job Description - Institutional Sales (Banking Segment) Role Purpose Drive adoption of commodities as an asset class among Banks by engaging with CIOs Fund Managers and Investment Specialists. The role focuses on positioning commodities as a viable allocation within multi-asset portfo

Job Description - Institutional Sales (Banking Segment) Role Purpose Drive adoption of commodities as an asset class among Banks by engaging with CIOs Fund Managers and Investment Specialists. The role focuses on positioning commodities as a viable allocation within multi-asset portfo

Key Responsibilities Independently manage discretionary equity portfolios Define and drive investment strategy & allocation Lead model portfolio construction Take ownership of portfolio performance Engage directly with HNI/UHNI clients Partner with business teams for growth & AUM exp

Key Responsibilities Independently manage discretionary equity portfolios Define and drive investment strategy & allocation Lead model portfolio construction Take ownership of portfolio performance Engage directly with HNI/UHNI clients Partner with business teams for growth & AUM exp

MARKETING and communications SPECIALIST 2/2----MARKETING and communications SPECIALISTONSHORE INDIA & global nriGENERAL DESCRIPTIONMarketing and Communications Specialist at Director level to support theJulius Baer business across India and Global NRI markets includingDubai Singapore

MARKETING and communications SPECIALIST 2/2----MARKETING and communications SPECIALISTONSHORE INDIA & global nriGENERAL DESCRIPTIONMarketing and Communications Specialist at Director level to support theJulius Baer business across India and Global NRI markets includingDubai Singapore

Key Responsibilities Independently manage discretionary equity portfolios Define and drive investment strategy & allocation Lead model portfolio construction Take ownership of portfolio performance Engage directly with HNI/UHNI clients Partner with business teams for growth & AUM exp

Key Responsibilities Independently manage discretionary equity portfolios Define and drive investment strategy & allocation Lead model portfolio construction Take ownership of portfolio performance Engage directly with HNI/UHNI clients Partner with business teams for growth & AUM exp

GENERAL DESCRIPTION Applications Owner/Responsible is a service that ensures the operational processes in a business run smoothly and enables users to conduct their business. It is available to both internal and external stakeholders of an organization. The internal users are the org

GENERAL DESCRIPTION Applications Owner/Responsible is a service that ensures the operational processes in a business run smoothly and enables users to conduct their business. It is available to both internal and external stakeholders of an organization. The internal users are the org

Key Responsibilities Independently manage discretionary equity portfolios Define and drive investment strategy & allocation Lead model portfolio construction Take ownership of portfolio performance Engage directly with HNI/UHNI clients Partner with business teams for growth & AUM exp

Key Responsibilities Independently manage discretionary equity portfolios Define and drive investment strategy & allocation Lead model portfolio construction Take ownership of portfolio performance Engage directly with HNI/UHNI clients Partner with business teams for growth & AUM exp

KEY FEATURES OF THE POSITION Core Functional- Providing end-to-end investment advisory services with a special focus on direct equities as an asset class- Profiling clients and documenting their investment objectives- Tracking equity markets creating model portfolios and building a r

KEY FEATURES OF THE POSITION Core Functional- Providing end-to-end investment advisory services with a special focus on direct equities as an asset class- Profiling clients and documenting their investment objectives- Tracking equity markets creating model portfolios and building a r

CORE RESPONSIBILITIES Support the development and execution of marketing initiatives across the India Onshore business Assist in managing brand partnerships sponsorship initiatives and strategic collaborations Support the delivery of high quality client engagement platforms including

CORE RESPONSIBILITIES Support the development and execution of marketing initiatives across the India Onshore business Assist in managing brand partnerships sponsorship initiatives and strategic collaborations Support the delivery of high quality client engagement platforms including